Lenox Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lenox Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$42K	Buy	2,242 +558	+33%	+$10.4K	0.01%	274
2020 Q1	$24K	Buy	1,684 +1,344	+395%	+$31.9K	0.01%	312
2019 Q4	$11K	Sell	340 -104	-23%	-$3.08K	﹤0.01%	438
2019 Q3	$13K	Buy	+444	New	+$13.4K	﹤0.01%	416
2018 Q4	–	Sell	-5,242	Closed	-$199K	–	689
2018 Q3	$199K	Buy	5,242 +10	+0.2%	+$375	0.06%	143
2018 Q2	$199K	Buy	5,232 +260	+5%	+$9.66K	0.06%	135
2018 Q1	$167K	Buy	4,972 +4,234	+574%	+$150K	0.05%	139
2017 Q4	$27K	Buy	738 +298	+68%	+$10.3K	0.01%	279
2017 Q3	$15K	Hold	440	–	–	0.01%	347
2017 Q2	$14K	Buy	+440	New	+$14.8K	0.01%	343

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lenox Wealth Management's XLE Position: Q2 2020 in Review

Lenox Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 33% in Q2 2020, buying an estimated $10.4K and bringing the position to 2,242 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #274.

Lenox Wealth Management first reported a position in XLE in Q2 2017 and has held it in 10 quarters since. The position peaked at $199K in Q3 2018. 815 funds tracked by Wall St. Rank hold XLE as of Q2 2020.

Lenox Wealth Management held 2,242 shares of State Street Energy Select Sector SPDR ETF worth $42K as of Q2 2020.
Lenox Wealth Management bought 558 State Street Energy Select Sector SPDR ETF shares in Q2 2020, an estimated $10.4K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #274 holding.
Lenox Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 10 quarters since.
Lenox Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $199K in Q3 2018.
815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.